• Tax Manager

    Robert Half Finance & Accounting (Menlo Park, CA)
    …in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax -Strong ... 3 staff) -Excellent communication and client relationship skills Requirements Experience with high net worth individual tax, partnership, trust, estate… more
    Robert Half Finance & Accounting (08/28/25)
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  • JPMorgan Private Client Relationship Manager - La…

    JPMorgan Chase (San Diego, CA)
    …a Relationship Manager in JPMorgan Private Client, you will nurture and develop high - net - worth client relationships by earning their trust, comprehensively ... in prospecting efforts to expand business. + Maintain a high - net - worth referral network to develop...team environment to deliver bespoke solutions and exceptional client service . + The Securities Industry Essential (SIE) exam, FINRA… more
    JPMorgan Chase (09/04/25)
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  • Sr. Public Tax Accountant

    Robert Half Accountemps (Walnut Creek, CA)
    …process tax returns for individuals, partnerships, corporations, and trusts with a focus on high - net - worth clients. * Handle sales and use tax filings ... with clients to address tax-related inquiries and provide exceptional service . * Stay informed about updated tax laws and...preparation. * Ability to handle complex tax scenarios for high - net - worth individuals and entities. *… more
    Robert Half Accountemps (08/08/25)
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  • Wealth Management, Senior Alternative Investment…

    JPMorgan Chase (Los Angeles, CA)
    …leader that delivers the highest quality advice, service , capabilities and products to high net worth individuals and families around the world. We ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
    JPMorgan Chase (08/02/25)
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  • Client Service and Operations at Multi…

    Robert Half Finance & Accounting (San Francisco, CA)
    …Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO EXCEPTIONS!! ... Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is redefining… more
    Robert Half Finance & Accounting (10/04/25)
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  • Senior Client Service Associate - Multi…

    Robert Half Finance & Accounting (San Francisco, CA)
    …Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO EXCEPTIONS!! ... Espejo with Robert Half Financial Services is recruiting for a Senior Client Service Associate with a growing San Francisco-based RIA. This firm is redefining… more
    Robert Half Finance & Accounting (09/06/25)
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  • Lending Director

    Wells Fargo (Los Angeles, CA)
    …+ Deliver ongoing education and training to Financial Advisors, equipping them to better serve high - net - worth (HNW) and ultra- high - net - worth ... Strategy or a related field, demonstrated through work experience, training, military service , or education. + Successfully completed FINRA Series 7, 63 and 65… more
    Wells Fargo (09/24/25)
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  • Custom Banking Leader

    Wells Fargo (Beverly Hills, CA)
    …Bankers in our Western Markets focused on delivering sophisticated lending solutions for high - net - worth clients. With a core emphasis on driving lending ... of lending products, credit analysis, risk assessment, and relationship management for high - net - worth clients. + Strong interpersonal, communication, and… more
    Wells Fargo (09/20/25)
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  • Sr. Accountant

    Robert Half Finance & Accounting (Los Angeles, CA)
    …compliance and accuracy. + Overseeing day-to-day business management accounting, helping high - net - worth individuals and organizations with financial ... CPA firm. + Gain exposure to a diverse client base-from corporations to high - net - worth business management clients. + Excellent opportunity for career… more
    Robert Half Finance & Accounting (09/19/25)
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  • Sales Executive - Personal Lines

    World Insurance Associates, LLC. (Santee, CA)
    …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private...from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's… more
    World Insurance Associates, LLC. (09/16/25)
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